Trusts and Estate Tax Manager

Aspire Talent Solutions; Phoenix (AZ); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Aspire Talent Solutions' client in North Central Phoenix is seeking an experienced Trusts and Estates Tax Manager. This hybrid role (3 in office/2 work from home) offers a base salary of $100,000 to $150,000 depending on experience.

You will lead tax engagements for fiduciary returns (Form 1041, estate tax Form 706), mentor staff, ensure regulatory compliance, and communicate findings to clients.

Qualifications

• Degree in accounting or finance required.
• 5+ years specialized experience in trust and estate tax.
• CPA strongly preferred.
• Strong ethics and integrity; client-focused.

Responsibilities

• Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
• Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
• Ensure compliance with legal and tax requirements for trust and estate entities
• Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
• Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
• Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
• Proactive approach to process improvement and regulatory changes

Skills

Excellent communication skills

Self-motivated

Team player

Education

Bachelor's degree in Accounting or Finance

Job description

Our client in North Central Phoenix is looking for an experienced Trusts and Estates Tax Manager. This is a hybrid role (3 in office/2 wfh) with a base salary of $100,000 - $150,000 depending on experience.

Responsibilities:

• Review and prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and related filings
• Lead multiple tax engagements to deliver quality tax preparation, research, planning, and consulting services for a variety of clients
• Ensure compliance with legal and tax requirements for trust and estate entities
• Communicate technical issues, recommendations, and opportunities to clients and prospects, including in-person meetings
• Provide guidance and training to junior staff, and collaborate within integrated team to meet client and firm deadlines
• Stay current with changes in fiduciary, tax, and estate law, and participate in ongoing professional development
• Proactive approach to process improvement and regulatory changes

Background required:

• Bachelor's degree in Accounting or Finance
• 5+ years of specialized experience in trust and estate tax
• CPA strongly preferred
• Self-motivated
• High ethical standards and integrity
• Client-focused mindset and ability to manage multiple priorities
• Work well in a team environment
• Excellent communication skills